Privacy Policy

Information We Collect
We may collect:

• Name, address, email, and contact details
• Tax documents and financial information necessary for preparing tax returns
• Business or income records relevant to tax filings
• Information submitted through our forms, website, or secure file portals

How We Use Information
Information is used only to:

• Prepare and file tax returns
• Communicate with clients regarding their tax filings
• Maintain records required for compliance and internal operations

Information Sharing
AimFinTax does not sell or rent personal information. We may share information only with:

• IRS-authorized tax software and secure e-signature/document platforms
• Government agencies when legally required
• Any additional party only with the client’s explicit consent

Data Security
We use reasonable and industry-standard measures to safeguard client information. However, no system is completely risk-free, and clients should use caution when transmitting sensitive data electronically.

Client Rights
Clients may request access to their records, updates to their information, or deletion of certain data where permitted by law.

Policy Updates
This Privacy Policy may be updated from time to time. The most current version will always be posted on our website.